AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / New firms
New investment advisory firms in Philadelphia, PA
47 investment advisory firms in Philadelphia, PA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (8)
| Firm | Location | Registration |
|---|---|---|
| ALJ Capital, LLC | Cheltenham, PA | State-registered investment adviser |
| Arctic Capital, LLC | Wilmington, DE | Exempt reporting adviser |
| Cavendish Capital Partners LLC | Wilmington, DE | Exempt reporting adviser |
| Invictus Financial Group | Yardley, PA | Exempt reporting adviser |
| LR3 Partners | Conshohocken, PA | SEC-registered investment adviser |
| Seminal Beauty and Wellness Investments, LLC | Radnor, PA | Exempt reporting adviser |
| Stratlab Management, LLC | Wilmington, DE | Exempt reporting adviser |
| Tributo Capital LLC | Wilmington, DE | Exempt reporting adviser |
September 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Bucks Capital Advisers | Newtown, PA | SEC-registered investment adviser |
| PFHCL Partners LLC | Blue Bell, PA | Exempt reporting adviser |
August 2026 (8)
| Firm | Location | Registration |
|---|---|---|
| Aeternitas Investment Management, LLC | Yardley, PA | SEC-registered investment adviser |
| AGA Manco LP | Claymont, DE | Exempt reporting adviser |
| BB Wealth Group | Wilmington, DE | Exempt reporting adviser |
| Edyn | Philadelphia, PA | SEC-registered investment adviser |
| Goalpost Wealth Management, LLC | Radnor, PA | SEC-registered investment adviser |
| Golden Ratio Wealth Management LLC | Radnor, PA | SEC-registered investment adviser |
| Irish Creek Capital | Camden, NJ | SEC-registered investment adviser |
| Opulus | Doylestown, PA | SEC-registered investment adviser |
July 2026 (6)
| Firm | Location | Registration |
|---|---|---|
| Beyond Earth LLC | Wilmington, DE | Exempt reporting adviser |
| Lynch Investment Planning, LLC | Newtown Square, PA | SEC-registered investment adviser |
| MK3 Wealth LLC | Cherry Hill, NJ | SEC-registered investment adviser |
| Morningside Asset Management | Wilmington, DE | SEC-registered investment adviser |
| Tachyon Entier Capital | Newark, DE | Exempt reporting adviser |
| Verdict Capital Management, LLC | Gladwyne, PA | Exempt reporting adviser |
June 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| Aurora RE Fund Manager, LLC | Chalfont, PA | Exempt reporting adviser |
| Family Wealth Partners LLC | Medford, NJ | SEC-registered investment adviser |
| IM Wealth Partners | Blue Bell, PA | SEC-registered investment adviser |
| Valen Private Capital, LLC. | Paoli, PA | SEC-registered investment adviser |
May 2026 (5)
| Firm | Location | Registration |
|---|---|---|
| Fournorth Capital LLC | West Conshohocken, PA | SEC-registered investment adviser |
| Inusa Capital LLC | Wilmington, DE | Exempt reporting adviser |
| Retire Ready Wealth Management | Radnor, PA | SEC-registered investment adviser |
| Setarcos Wealth Advisors LLC | Philadelphia, PA | SEC-registered investment adviser |
| Vanguard Alternative Assets Adviser, LLC | Malvern, PA | SEC-registered investment adviser |
April 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Auerbach Investment Services, LLC | Narberth, PA | SEC-registered investment adviser |
| Crucible Capital Management, LLC | Wilmington, DE | Exempt reporting adviser |
March 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| ISQ Capital | King of Prussia, PA | SEC-registered investment adviser |
February 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| Excorde Capital LLC | Conshohocken, PA | SEC-registered investment adviser |
| FS Digital Infrastructure Advisor, LLC | Philadelphia, PA | SEC-registered investment adviser |
| Lulu Cheng Meservey Management, LLC | Philadelphia, PA | Exempt reporting adviser |
| Nearingpoint Venture Partners Inc. | Wilmington, DE | Exempt reporting adviser |
January 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Arsenal Capital Advisors LLC | Conshohocken, PA | SEC-registered investment adviser |
December 2025 (6)
| Firm | Location | Registration |
|---|---|---|
| Anchored Financial Planning LLC | West Deptford, NJ | SEC-registered investment adviser |
| Aventine Financial Group | Doylestown, PA | SEC-registered investment adviser |
| Liberty Asset Partners | Wilmington, DE | Exempt reporting adviser |
| Seventysix Capital | King of Prussia, PA | Exempt reporting adviser |
| Vanguard Capital Management, LLC | Malvern, PA | SEC-registered investment adviser |
| Vanguard Portfolio Management, LLC | Malvern, PA | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in Philadelphia, PA. https://advisorcensus.com/advisors/pa/philadelphia/new-firms https://advisorcensus.com/advisors/pa/philadelphia/new-firms